IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$132K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$914K
3
+$831K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$736K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$623K

Top Sells

1
+$538K
2
+$320K
3
+$183K
4
APO icon
Apollo Global Management
APO
+$144K
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$106K

Sector Composition

1 Financials 0.95%
2 Healthcare 0.59%
3 Technology 0.59%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.8K 0.01%
509
+6
152
$10.8K 0.01%
+145
153
$10.8K 0.01%
+170
154
$10.7K 0.01%
282
155
$10.5K 0.01%
+166
156
$10.4K 0.01%
+500
157
$10.3K 0.01%
+83
158
$10.3K 0.01%
+96
159
$10.3K 0.01%
104
+94
160
$10K ﹤0.01%
+150
161
$9.94K ﹤0.01%
+149
162
$9.88K ﹤0.01%
600
163
$9.79K ﹤0.01%
+63
164
$9.73K ﹤0.01%
+140
165
$9.49K ﹤0.01%
+525
166
$9.49K ﹤0.01%
286
+93
167
$9.44K ﹤0.01%
200
-2
168
$9.36K ﹤0.01%
84
+50
169
$9.21K ﹤0.01%
100
170
$9.15K ﹤0.01%
+60
171
$9.06K ﹤0.01%
700
172
$8.93K ﹤0.01%
242
+115
173
$8.84K ﹤0.01%
+86
174
$8.32K ﹤0.01%
122
175
$8.26K ﹤0.01%
92
-1,600
5 6
7
8 9